Able Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Sell |
5,386
-8,123
| -60% | -$740K | 0.25% | 64 |
|
|
2025
Q1 | $1.18M | Buy |
13,509
+803
| +6% | +$70K | 0.69% | 35 |
|
|
2024
Q4 | $1.23M | Buy |
12,706
+466
| +4% | +$45K | 0.81% | 31 |
|
|
2024
Q3 | $1.17M | Sell |
12,240
-184
| -1% | -$17.7K | 0.89% | 25 |
|
|
2024
Q2 | $112K | Buy |
12,424
+877
| +8% | +$7.88K | 0.09% | 80 |
|
|
2024
Q1 | $1.08M | Buy |
11,547
+64
| +0.6% | +$6K | 0.94% | 23 |
|
|
2023
Q4 | $1.03M | Buy |
+11,483
| New | +$1.03M | 0.94% | 24 |
|